AML and KYC Advisory

AML and KYC Compliance for Payment Institutions — What You Need and Where to Find It

The Payment Services Regulations 2017 and 2011 impose clear AML and KYC obligations on every payment institution operating in the UK. Understanding what those obligations require in practice — and which technology providers and specialist vendors can deliver them — is where Agnos Consulting adds value. Steven Faulkner brings 30 years of experience applying these frameworks across payment operations globally.

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AML and KYC obligations under UK payment services law

The PSR 2017 and the Money Laundering Regulations 2017 set out a clear framework. Understanding what each element requires — and how it applies to your specific business model — is the starting point for any compliant programme.

1

Customer Onboarding and KYC

Every payment institution must verify the identity of its customers before providing services. The level of due diligence required — standard, simplified or enhanced — depends on the risk profile of the customer, the product and the geography. Getting this calibration right from the outset is critical to both compliance and operational efficiency.

  • Identity verification requirements
  • Beneficial ownership for corporate customers
  • Risk-based CDD and EDD triggers
  • Ongoing monitoring obligations
2

Payment Screening

All payment transactions must be screened against sanctions lists — including OFSI, OFAC and EU designations depending on your corridors. Screening must happen in real time for instant payment products. The choice of screening vendor, the configuration of match thresholds and the process for handling alerts all require careful design.

  • OFSI UK sanctions screening
  • Real-time vs batch screening models
  • Match threshold configuration
  • Alert handling and escalation
3

Transaction Monitoring

Ongoing monitoring of transactions to detect patterns inconsistent with the customer's known profile is a regulatory requirement. The monitoring rules must be calibrated to your specific customer base and payment flows — an off-the-shelf ruleset applied without configuration will generate either too many false positives or miss genuine risk.

  • Rules-based and behavioural monitoring
  • Calibration to your customer risk profile
  • Case management and SAR process
  • Vendor selection and integration
4

Enterprise Risk Assessment

A documented assessment of the money laundering and sanctions risks across your entire business — products, customers, geographies and delivery channels — is a mandatory starting point. This risk assessment drives every other element of your compliance programme and must be kept current as your business evolves.

  • Business-wide risk assessment
  • Product and channel risk analysis
  • Geographic risk mapping
  • Risk appetite documentation

Knowing the market — who delivers what

The AML and KYC technology market is crowded. Choosing the wrong vendor — or the right vendor configured incorrectly — creates both regulatory risk and operational cost. Steven Faulkner has worked with the leading providers across KYC, screening and transaction monitoring and can advise on fit for your specific use case.

KYC and identity verification

Electronic identity verification, document checking, biometric liveness detection and business verification platforms. The right choice depends on your customer mix, your geographic reach and your onboarding volume. Over-engineering KYC for a low-risk customer base creates friction and abandonment.


  • Individual and business KYC platforms
  • Document verification and biometrics
  • Beneficial ownership data providers
  • PEP and adverse media screening

Screening and transaction monitoring

Real-time sanctions screening engines, watchlist data providers and transaction monitoring platforms. Evaluation criteria include match accuracy, false positive rates, API integration capability, regulatory coverage and total cost of ownership — not just headline licence fees.


  • Real-time sanctions screening engines
  • Watchlist data providers
  • Transaction monitoring platforms
  • Case management and workflow tools

AML and KYC due diligence on payment companies for sale

Acquiring a payment institution means acquiring its compliance history. A target with AML weaknesses carries regulatory risk that survives the transaction — and can result in enforcement action against the acquirer. Agnos Consulting conducts AML and KYC due diligence as part of broader acquisition assessments.

What gets assessed

The quality and completeness of the target's AML programme — policies, procedures, transaction monitoring configuration, screening coverage, SAR history and regulatory correspondence. Gaps and weaknesses are quantified and reflected in deal terms or remediation plans.

Regulatory exposure

Review of the target's regulatory history — FCA correspondence, supervisory visits, voluntary requirements and any enforcement action. Assessment of outstanding regulatory risk and the likelihood of post-acquisition regulatory scrutiny.

Technology and operational review

Assessment of the target's KYC, screening and transaction monitoring infrastructure. Identification of vendor dependencies, integration risks and the cost of bringing the programme up to standard post-acquisition.

Remediation planning

Where weaknesses are identified, a prioritised remediation roadmap — including estimated cost, timeline and regulatory sequencing — to support deal negotiation and post-completion integration planning.



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